Assigning a Credit Controller to a Customer or Supplier

Assigning a Credit Controller to a Customer or Supplier

Overview  

The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are step-by-step instructions below the video.


Steps 

You can assign a credit controller to a customer or supplier by following the step below:
  1. Go to [ Company ]
  2. Search Company, Individual or Supplier (Remember if searching for a supplier you must enable the toggle Search Suppliers )
  3. Double click on the Company, Individual or Supplier
  4. Go to Financial Tab
  5. Click  Edit
  6. Under Credit Review , Credit Controller select your appointed controller. They must already exist on your system.
  7. Click  Save

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